Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$45,313,797
+$9,851,823 QoQ
Shares Held
63,535
-3.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#177
of 2,102 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IEQ CAPITAL, LLC holds $197,343,062 across 22 Specialty Industrial Machinery names. CMI ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
81,722 | $96,011,908 | |
| 2 | CMI |
Cummins Inc
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|
63,535 | $45,313,797 | |
| 3 | AME |
Ametek Inc/
|
48,110 | $11,639,733 | |
| 4 | CR |
Crane Co
|
37,101 | $8,276,120 | |
| 5 | ITT |
Itt Inc.
|
34,958 | $6,913,294 | |
| 6 | PH |
Parker-Hannifin Corp
|
6,122 | $5,988,050 | |
| 7 | OTIS |
Otis Worldwide Corp
|
67,713 | $4,848,250 | |
| 8 | GNRC |
Generac Holdings Inc.
|
14,962 | $4,381,023 |
All Filings in CMI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,313,797 | 63,535 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $35,461,974 | 65,912 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $28,177,860 | 55,202 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $21,127,792 | 50,022 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,264,975 | 28,290 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,459,492 | 33,370 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,235,490 | 12,150 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,862,303 | 8,840 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,960,110 | 7,078 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,830,660 | 6,213 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,352,851 | 5,647 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,139,101 | 4,986 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,176,522 | 4,799 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,044,383 | 4,372 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,014,710 | 4,188 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $888,117 | 4,364 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $546,141 | 2,822 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $492,469 | 2,401 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $448,713 | 2,057 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $548,599 | 2,443 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $365,958 | 1,501 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $344,616 | 1,330 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $231,431 | 1,096 | Shares | Other | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||